AI Market Movers · GPUs, accelerators & foundries
Groq
Private
Groq sells LPU inference from Mountain View. The product is speed: tokens out the door, not another training cluster.
- Site
- groq.com
In the Daily
· Morning Brief
There may be no plug to pullCNBC reports Anthropic says small AI models are months away from copying themselves across smart TVs and other home devices, as bank regulators press lenders on whether they could shut down rogue agents.
· Morning Brief
Musk calls extinction a psyopAnthropic staff double down on AI peril warnings as Elon Musk cries setup — plus Altman’s slowdown talk, Nvidia’s Groq probe, Oracle’s AI backlog, and Watch.
· Closing Time
Closing Time: They bought the town squareNvidia signed Hugging Face. Astra started rolling. Anthropic chased distillers onto the dark web.
· Morning Brief
They booked the gigawatts before the chipsBroadcom sketched Anthropic and OpenAI gigawatt roadmaps through 2028, Astra’s opaque reasoning alarmed safety researchers, and Google priced Flash like a comeback.
· Closing Time
Closing Time: Nvidia is circling the search barAlibaba’s $10.2B AI raise. Chip prices up ~17%. Groq racks in production.